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Pheim Asset Management Sdn Bhd 4th Floor, UBN Tower (Letter Box 18), Jalan P.Ramlee, 50250 Kuala Lumpur Monday-Friday: 9am to 5pm Saturday: 9am to 1pm Tel: +(603) 2031 6047 Fax: +(603) 2031 6048 Email: pheim@pheim.com.my
  /  News 2024   /  Pheim Asset Management Sdn Bhd – 30 Years of Weathering through Crises since 1994

Pheim Asset Management Sdn Bhd – 30 Years of Weathering through Crises since 1994

Past performance is not indicative or a warranty of future results.

Pheim Asset Management Sdn Bhd (Pheim Malaysia) – 30 years of enhanced value investing based on Pheim’s Investment Philosophy of “Never Fully Invest At All Times”.

Pheim Malaysia is pleased to inform you that the company will be 30 years old today, Thursday, on January 4, 2024. 30 years ago, KL Index was at its highest point. It was natural that many thought Pheim Malaysia would fail. Thanks to Pheim’s Investment Philosophy of “Never Fully Invest At All Times” that helped us to weather through the crises. Pheim is a strong believer that crisis creates problems but also provides opportunities. Investors who have long-term funds and invest in the equities are likely to get a return of more than the inflation rate and the fixed-deposit rate in the long run. Investing during depressed market conditions and following Pheim’s Investment Philosophy to buy and sell near the trough and peak respectively would boost your returns. As we embrace our journey, we would like to express our gratitude to our clients, investors, and business associates who have been contributing to our success.

Pheim Malaysia has been able to weather through many major crises – Asian Financial Crisis (1999/98), Tech Bubble (2000), September 11 (2001), SARS (2003), Global Financial Crisis (2007/08), European Debt Crisis (2011), Oil & Gas Crisis (2015/16), US-China Trade War (2018), Covid-19 Pandemic (2019/20) and Russia Invasion of Ukraine (2022) to meet the expectations of many clients. Pheim Malaysia has also won many international awards and accolades for its consistency and outstanding long-term track record.

It is the most comforting to witness that Refinitiv Lipper has ranked Dana Makmur Pheim, our flagship Islamic Balanced Fund in the Islamic Mixed Asset MYR Balanced Category, No. 1, in terms of cumulative return, in the Islamic Mixed Asset MYR Balanced – Malaysia category for the 10-year period for the 11th consecutive year, and 15-year period for the 6th consecutive year, ended 31 December 2022, as shown below:

 

Dana Makmur Pheim has to date won a total of 56 Refinitiv Lipper Fund Awards. No fund in this category has ever won so many awards. Dana Makmur Pheim registered a total return of +452.11% for the period since inception in January 2002 till 30 September 2023, outperforming its benchmark (+114.32%) by a huge margin of +337.79%.

Dana Makmur Pheim’s Total Return Since Inception ended 30 September 2023 (Fund vs Benchmark) as follows:

Source: Lipper IM

Pheim SICAV-SIF-ASEAN Emerging Companies Fund (Pheim Asean Fund) was ranked No.1 according to LSEG Lipper’s calculation. The Fund posted 1,130.90% positive return in $USD for 25-year period from 1 October 1998 to 30 September 2023 and ranked No. 1 position of the same peers which with eligible calculation period of Equity ASEAN under Lipper Global Classification, globally. It also outperformed the benchmark-FTSE ASEAN CR USD which posted 403.20% growth during the same period. Pheim ASEAN Fund was ranked No.1 in Asean Equity Category No.1 many times in the past by Morningstar. Crisis may create problems, but it certainly gives investors extraordinary results.

Pheim ASEAN Fund’s Total Return for 25-year period ended 30 September 2023, verified by LSEG Lipper, was as follows:

Source: LSEG Lipper IM

At its best, on the 3rd February 2015, which was also coincidentally the 20th anniversary of Pheim ASEAN Fund, the Fund registered an exceptionally good performance. As a result, Thomson Reuters Lipper ranked Pheim ASEAN Fund No. 1 among all its peers within the ASEAN Equity Category for all the 1- to 20-year periods ended 3rd February 2015.


Employee Provident Fund of Malaysia (EPF) appointed Pheim Malaysia as the External Fund Manager of EPF in 1997 and has managed EPF’s money for close to 27 years in the category of Domestic Equity (Conventional). Pheim Malaysia won the 2022 EPF Best External Fund Manager for Domestic Equity (Conventional) Award and ranked top in terms of both Return on Investment (ROI) and Time Weighted Rate of Return (TWRR) for 2nd consecutive year for the 3-year period ending 31 December 2021 and 2022 among 10 External Fund Managers. Pheim Malaysia was ranked top in terms of TWRR for the 3-year period ending 31 December 2015, 2017, 2019, 2021 and 2022. In terms of ROI, Pheim Malaysia was ranked No.1 among the External Fund Managers for 4th consecutive year for the 1-year period ending 31 December 2018, 2019, 2020 and 2021. In terms of long-term consistency, cumulatively, Pheim’s TWRR outperformed the benchmark set by EPF every calendar year for 27 consecutive years ended December 2023. To date, the cumulative return has outperformed the benchmark by more than 650%.

 

 

Thanks to our discipline and adherence to Pheim’s Investment Philosophy of “Never Fully Invest at All Times” which has enabled us to successfully weathered through major crises and navigated through the volatile Asian/ASEAN market to produce consistent long-term track record and substantially increased the wealth of many clients in the long run. No success story is complete without acknowledging the support of investors and business associates. Judicious application of this strategy over the years had enable us to successfully weather through major crises and navigated through the volatile Asian/ASEAN market, and substantially increased the wealth of many clients in the long run.

Pheim Malaysia’s 30 years anniversary is not just a milestone, but it is a testament to our resilience, commitment and the collective efforts of everyone in the team involved. As we celebrate, let us also look forward to the exciting possibilities that the future holds for all investors and Pheim Malaysia.

To show our appreciation for your support, Pheim’s founder is publishing a second book titled “Never Fully Invest At All Times” to help you weather through crises and grow your wealth by taking acceptable risks in the long run. The book unveils a treasury of insights which cover proven investment strategies, philosophy and thinking processes, market inefficiencies, crises & opportunities and risk management with real-life examples. This will benefit the readers from the wisdom of an award-winning fund manager who have consistently achieved success over 47 years in the highly volatile world of investments in Asia in the long run. Learn from his mistakes and triumphs, gaining a unique perspective on overcoming challenges and identifying opportunities in volatile markets.

The author writes in simple English that will make reading enjoyable.

Once again, we thank you for your kind support and we are honoured to be your trusted partner in your financial planning. Please share Pheim’s Investment Philosophy, knowledge, research and experience with your loved ones and friends which would be beneficial to the readers.

Pheim Malaysia Team

 

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Pheim Asset Management S/B – Your Need Is Our Focus